IRAs

Making Spousal Roth IRA Contributions

Tuesday, November 18, 2014
In order for you to make a contribution to a Roth IRA for the year, you must have compensation and adjusted gross income within certain limits. If you’re married and filing jointly with your spouse, even if only one of you has compensation, you might both be eligible to contribute to a Roth IRA using the spousal IRA contribution rules.
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What ifs of Plan RMDs

Friday, November 14, 2014
Do I have an RMD from my Employer Plan? For most people this is an easy question. If you are no longer working for that employer and are 70 ½ or older this year, yes, you have a required minimum distribution (RMD) from your employer plan. What if you are over 70 ½ and still working? Do you have to take an RMD from your employer plan? Maybe.
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There’s More Than One Way to Move a Roth IRA

Tuesday, November 04, 2014
If you have a Roth IRA, you may want to move it to a different IRA custodian. Whatever the reason, you can move your Roth IRA funds to another Roth IRA at any time. There are two ways to do that; using a rollover or a transfer.
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What is the Magical End Date to Make a 2014 Roth Conversion?

Thursday, October 30, 2014
This week's Slott Report Mailbag examines some key IRA questions, especially as we creep ever closer to year-end. What is the magical end date to make a 2014 Roth conversion? Can I take the total of my RMDs (required minimum distributions) from one IRA? And finally, we touch on a key planning point involving inherited IRAs and trusts.
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5 Key Differences Between IRAs and Employer-Sponsored Retirement Plans

Wednesday, October 29, 2014
A recent survey by TIAA-CREF revealed some startling data. Over one-third of those surveyed either did not know what an IRA is or the difference between an IRA and an employer-sponsored plan. That’s not good news and needs to be fixed. So, with that in mind, below are 5 key differences between IRAs and employer-sponsored retirement plans.
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